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Must know
  • Reports run as soon as you pick them — there is no Run button. Change a filter and the table refreshes.
  • CSV and Excel download whatever the current filters show. The Excel button is highlighted on the ”…Extract to Excel” reports and on the GNCC and USCA Format Reports, but every report offers both.
  • Also available in the classic view, where each report has Extract to CSV and Extract to Excel links.
  • The list shows only the reports your permissions let you run — View Financials opens all of them. See Who can see reports?.
1

Open Club reports

Go to Reports → Club reports. The reports are listed in their seven groups; click one to run it.
2

Set the filters

Depending on the report you can pick a League (All leagues), Division (All divisions), Session (All sessions), a From and To date, and switch Include history on to include past seasons (the button then reads Showing history). Some reports, such as Confirmed Payment Report, take no filters.
3

Download

Click CSV or Excel in the report header. A report shown as two tables (Confirmed Payment Report) downloads with both tables in the one file. The GNCC and USCA Format Reports download with the association’s own file and sheet names; see How do I export the GNCC and USCA member files?. To have the report land in your inbox regularly instead, click Email on a schedule — see How do I email a report on a schedule?. That button appears only for staff with View Financials.
A report you do not have permission for is refused, even from a bookmarked address or a download link. If a report cannot run you will see the alert The report could not be run; try again, and if it persists note the report name and filters for support. The page address includes the report (/dashboard/reports?report=…), so you can bookmark a report you use often — the same address works in both views. Related: What are club reports? · How do I email a report on a schedule? · What is the report builder?